Caroline Novak
Sage Rhino Capital · Menlo Park, California
Caroline Novak is a fee-only financial advisor at Sage Rhino Capital in Menlo Park, California. Sage Rhino Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sage Rhino Capital |
|---|---|
| Based in | Menlo Park, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $883.7M across 1,502 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4445598 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sagerhino.com |
| Profile |
How Caroline's firm compares
- Sage Rhino Capital's average account is about $588,000, from its Form ADV (assets managed divided by 1,502 accounts).
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Questions about Caroline
Is Caroline Novak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caroline holds no broker registration, and Sage Rhino Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caroline charge for financial advice?
Caroline's firm, Sage Rhino Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Caroline Novak based?
Caroline Novak is based in Menlo Park, California.
Is Caroline Novak registered with the SEC?
Yes. Caroline Novak is registered as an investment adviser representative in CA (CRD 4445598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Sage Rhino Capital manage?
Sage Rhino Capital reports $883.7M across 1,502 accounts in assets under management.
How do I contact Caroline Novak?
Through Caroline's website, www.sagerhino.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Menlo Park
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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